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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
1701
Northeast Investment Management
Massachusetts
$332K +$5.14K +13 +2%
USWIA
1702
UP Strategic Wealth Investment Advisors
Pennsylvania
$330K – – –
BWM
1703
Birchcreek Wealth Management
Ohio
$330K +$329K +832 New
MFG
1704
Mission Financial Group
Nevada
$330K +$329K +831 New
IWA
1705
Icon Wealth Advisors
Texas
$330K +$329K +831 New
XWL
1706
XXI Wealth LLC
Illinois
$329K +$33.2K +84 +11%
AWM
1707
Ariadne Wealth Management
California
$328K +$1.98K +5 +0.6%
DWA
1708
Douglass Winthrop Advisors
New York
$328K +$33.6K +85 +11%
CIA
1709
Caerus Investment Advisors
Texas
$328K +$327K +827 New
WCM
1710
Washburn Capital Management
Florida
$328K – – –
IA
1711
IFC Advisors
California
$327K +$26.5K +67 +9%
EMAM
1712
Encompass More Asset Management
California
$327K +$14.2K +36 +5%
OPTFSNA
1713
Old Point Trust & Financial Services N A
Virginia
$327K +$40.4K +102 +14%
SI
1714
Severin Investments
Missouri
$326K +$325K +821 New
AHC
1715
Adell Harriman & Carpenter
Texas
$326K – – –
SCP
1716
Sivia Capital Partners
California
$326K – – –
IPW
1717
Inlet Private Wealth
Florida
$325K – – –
VEA
1718
Virtus ETF Advisers
New York
$325K -$12.7K -32 -4%
OFS
1719
Orrstown Financial Services
Pennsylvania
$325K +$324K +818 New
LF
1720
Lee Financial
Texas
$324K – – –
VFG
1721
Victory Financial Group
Texas
$323K +$41.2K +104 +15%
SFSG
1722
Sound Financial Strategies Group
Mississippi
$323K – – –
CWS
1723
Cypress Wealth Services
California
$323K -$27.7K -70 -8%
GWM
1724
Greenline Wealth Management
Florida
$322K +$24.5K +62 +8%
GW
1725
Griffith & Werner
Georgia
$321K -$29.3K -74 -8%
67 68
69
70 71